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Set an alternative conversion service – Optional step described below.
Create a template export logic – Described in Build New DOCX Template.
Create a DOCX template – Described in Build New DOCX Template.
If the document is to be sent for an e-signature, add the appropriate elements as described below.Upload the template and set the logic created in Step 2 – Described in Set Up Publishing Templates.
Test it – Create a new Quote or other document, save it and export it to PDF or DOCX. Check that your variables are filled with real values.
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As a fallback solution, you may want to define a connection to CloudConvert as described here.
Both the Pricefx solution and CloudConvert use the open source library Docxtemplater. It supports a few simple variable types in the template (for free). For example of use, see Example of Using Variables in DOCX Template.
PDF for E-Signature
Pricefx allows you to configure connection to an electronic signature system (currently only DocuSign is supported). If you intend to send a document for an e-signature, you need to define a PDF template suitable for export to DocuSign. It must contain placeholders (anchors) where the signatures and dates will be placed.
For more details see:
E-Signature (covers DocuSign configuration)
Export Button
The Export Word button is shown by default but you can hide it in the Quote Type JSON configuration.
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It is possible to define that users can download only PDF files (but not DOC files). For details see Set Up Publishing Templates.